Planning & Performance Manager

QBE; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An international insurance firm is seeking a Planning & Performance Manager to join their Finance team in London. This full-time role involves leading the planning and budgeting process, collaborating with various divisions, and providing insights to influence business strategy. The ideal candidate will have financial planning experience, strong technical skills in relevant tools, and excellent communication abilities. This position offers a hybrid work environment and a comprehensive benefits package.

Benefits

30 days holiday

Flexible working

Pension plan with 10% employer contributions

Private medical insurance

Family friendly policies

Short term remote work abroad

Cycle-to-Work scheme

Qualifications

• Good financial planning and analysis experience, ideally within insurance.
• Technical expertise with excellent communication skills.
• Experience in accounting or actuarial roles would be advantageous.

Responsibilities

• Lead the annual 3-year planning and budgeting process.
• Collaborate with Divisions to ensure alignment with strategic priorities.
• Prepare executive-level presentations with clear logic and robust data support.

Skills

Analytical Thinking

Cost Management

Critical Thinking

Decision Making

Detail-Oriented

Financial Data Reporting

Financial Forecasting

Financial Management

Financial Regulation

Stakeholder Management

Education

Qualified accountant

Tools

Oracle

Hyperion Planning

Advanced Excel

Job description

Primary Details

Time Type: Full time

Worker Type: Employee

Planning & Performance Manager (Finance)

London/ Leeds

Permanent (Hybrid)

At QBE, our purpose is to enable a more resilient future.

We are an international insurer and reinsurer with a local presence in 27 countries.

The Opportunity

We’re excited to be hiring a Planning & Performance Manager to join our Finance team on a full-time, permanent basis! This is a fantastic opportunity to play a pivotal role in shaping QBE’s financial strategy and performance management.

If you’re passionate about translating financial data into actionable insights and driving organisational success, we’d love to hear from you!

Your New Role

Reporting into the Senior Planning and Performance Manager, you’ll work closely with business partners covering Insurance, QBE Re, Asia, North America in addition to the Actuarial, Capital & Risk Management, Reinsurance, Expenses, Underwriting, and wider Finance teams.

You’ll be responsible for coordinating the delivery of financial and capital plans, providing insightful management information and analysis, and ensuring accuracy in planning processes. Your work will directly influence strategic decisions and help align financial outcomes with business objectives.

Main Responsibilities:

• Lead the annual 3-year planning and budgeting process, driving continuous improvements.
• Collaborate with Divisions to ensure alignment with strategic priorities.
• Maintain and update planning models and systems for accuracy and efficiency.
• Develop long-term financial plans and analysis to support business priorities.
• Implement KPI and dashboard reporting suites to provide actionable insights.
• Analyse recent performance and trends to measure and monitor returns.
• Participate in cross-functional initiatives to enhance financial performance.
• Support evaluation of new products and strategic initiatives.
• Facilitate development of management reporting frameworks for effective business oversight.
• Prepare executive-level presentations with clear logic and robust data support.

About You

We’re looking for someone with good financial planning and analysis experience, ideally within insurance or a similar complex environment. You’ll combine technical expertise with excellent communication skills to influence stakeholders and deliver meaningful insights.

Skills & Experience You’ll Need:

• Moderate experience in planning and performance roles.
• Significant experience in accounting, planning, and analysis, ideally with exposure to insurance business and regional roles.
• Experience with MI system implementation preferred.
• Strong technical skills in Oracle, Hyperion Planning, and advanced Excel (including macros and VBA).
• Ability to develop and maintain financial models and dashboards.
• Excellent analytical and problem-solving skills.
• Strong stakeholder engagement and presentation skills.
• People management experience (nice to have).
• Fully or nearly qualified accountant with relevant experience, or part with strong financial background.
• Experience in accounting or actuarial roles would be advantageous.

Why QBE? At My Best

At QBE, we want our people to feel rewarded and inspired to perform at their best, that’s why we have created “At My Best”. It’s our connection, our way of showing we have your back. We understand that one size doesn’t fit all and that priorities can change depending on your life stage. That is why our blend of wellbeing initiatives and benefits offer flexibility to suit what matters most to you. It’s in the culture of our business, our QBE DNA, to support our people. Everything we do is underpinned by our QBE DNA.

#LI-Hybrid

We’re an international insurer that’s building momentum towards realising our vision of becoming the most consistent and innovative risk partner. We can never really predict what’s around the corner, but at QBE we’re asking the right questions to enable a more resilient future – helping those around us build strength and embrace change to their advantage.

QBE aims to build a workplace that is fair and inclusive because we want to attract and retain the best people to do the job, we have adopted flexible working across the company and welcome this conversation (https://qbeeurope.com/careers/flex-qbe/).

With more than 13,000 people working across 27 countries, we’re big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind.

To find out more about why you should work for QBE, visit our careers website.

At My Best - QBE Benefits

You are more than your work – and QBE is more than a workplace, which is why we provide you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. As well as the benefits below we also offer an extensive choice of other options to suit you!

30 days holiday a year with the option to buy up to 2 additional days.

Flexible working -balancing work and life is important so our flexible working opportunities are open to all, this can include part-time, job share and compressed hours.

Pension – you are automatically enrolled into the QBE pension plan, which entitles you to receive employer contributions of 10% of your basic salary.

Private medical insurance – we fund fully comprehensive private medical cover for you and all the family.

Family friendly policies – we offer 26 weeks leave at full pay regardless of gender identity, sexual orientation or how you become a parent.

Short term remote work abroad -you can request up to 20 days per year to work remotely from certain locations abroad.

Sustainable investing - we believe sustainable integration is important for long term financial, environmental, and social outcomes. Our pension strategy supports our net-zero goal to achieve year-on-year reductions in carbon footprint, by investing more in green businesses than the broader market, so your savings are looking after the planet's future, as well as your own.

Cycle-to-Work – benefit from regular exercise whilst making your commute greener and cheaper, select and bike and/or accessories up to the value of £5,000.

To find out more visit our Reward Page

QBE Awards

Some of the award’s QBE are proud to have won, been a finalist for, and shortlisted for include:

Insurance Post British Insurance Awards 2025: Winner: Commercial Lines Insurer of the Year, Winner: Reinsurer of the Year - QBE Re, Winner: ESG, Diversity, Equity and Inclusion Initiative of the Year, Winner: Insurance Personality of the Year - Chris Wallace, Executive Director UK insurance

AXCO Global Insurance Awards 2024 Winner: Network Management of the Year

Insurance Business UK 5-Star Cyber Awards 2024: QBE rated as a 5-Star Cyber Insurer

UK IT Industry Awards 2023 Winner: Green Technology Innovation of the Year

Working Dads Employer Awards 2023 Winner: Parental Policies Award

Insurance Post British Insurance Awards 2023: QBE rated as a 5-Star Employer

You can view all our awards here

Inclusion of Diversity

We are striving to create a workplace culture where all our people feel included, and we are committed to building a diverse workforce that is reflective of the communities we operate in. We are proud to have partnerships with organisations such as Stonewall and Working Families, and our commitment to the Women in Finance Charter, the UN Women’s Empowerment Principles and Race at Work charter helps keep us accountable and transparent. For more information on our strategy targets please take a look at our Careers Page

Accessibility

Here at QBE, we are promoting an accessible workplace for all, which includes supporting candidates to perform at their best during our recruitment process. If you require any accommodations, please make your Talent Acquisition contact aware.

ESG & Sustainability

At QBE, we believe that integrating sustainability into our business helps us deliver on our purpose of enabling a more resilient future. Our three key focus areas include fostering an orderly and inclusive transition to a net-zero economy, enabling a sustainable and resilient workforce, and partnering for growth through innovative, sustainable, and impactful solutions. For further information regarding QBE’s sustainability targets, including our net-zero pledges and inclusion of diversity targets, and our award-winning impact investment initiative ‘Premiums4Good’, please visit our Sustainability homepage and read our latest Sustainability Report

What next?

If you have a passion to contribute to QBE’s vision of enabling a more resilient future for our customers and the community, we encourage you to apply! Simply click the “apply” button to submit your CV and other relevant documents, and a member of our friendly Talent Acquisition team will be in contact to discuss your interest further if you meet the requirements of the role.

We believe this is our moment – what if it was yours too?

APPLY NOW and let’s make it happen!

Skills:

Analytical Thinking, Cost Management, Critical Thinking, Decision Making, Detail-Oriented, Financial Data Reporting, Financial Forecasting, Financial Management, Financial Regulation, Intentional collaboration, Managing performance, Personal Initiative, Process Improvements, Risk Management, Stakeholder Management

How to Apply:

To submit your application, click “Apply” and follow the step by step process.

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.